HubSync

Alexandria, United States Founded: 2019 • Age: 7 yrs
Software-based taxation solutions platform for tax professionals
Annual revenue - Latest available
Total funding $105.0M 2 rounds
Employees 14 Tracked headcount
Investors 2 Known backers
Products 8 Services tracked
Competitors 9 Brand Intelligence

About HubSync

HubSync is a company based in Alexandria (United States) founded in 2019 by John McGowan. HubSync has raised $105 million across 2 funding rounds from investors including Thoma Bravo and Nashville Capital Network. The company has 14 employees as of December 31, 2022. HubSync offers products and services including Engagement Letter Wizard, Data Collection / PBC, Workflow Tracking, e-Sign, and e-File. HubSync operates in a competitive market with competitors including SurePrep, K1x, Taxware Systems, TaxModel and SmartWiz, among others.

  • Headquarter Alexandria, United States
  • Employees 14 as on 31 Dec, 2022
  • Founders John McGowan
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Legal Name Hubsync Co.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $105 M (USD)

    in 2 rounds

  • Latest Funding Round
    $100 M (USD), Series B

    May 05, 2025

  • Investors
    Thoma Bravo

    & 1 more

  • Employee Count
    14

    as on Dec 31, 2022

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Products & Services of HubSync

HubSync offers a comprehensive portfolio of products and services, including Engagement Letter Wizard, Data Collection / PBC, Workflow Tracking, e-Sign, and e-File.

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Primary

Tool to create, route, and track engagement letters for firms.

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Gathers client data and auto-populates forms for tax preparation.

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Tracks tax returns and engagement status in real-time.

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Enables electronic signatures for client documents quickly.

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Manages electronic filings in a central location.

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Facilitates electronic collaboration with clients for documents.

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Provides visualizations of business data for planning.

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Serves as a single platform for all accounting tools.

People of HubSync

Headcount 10-50
Employee Profiles 14
Employee Profiles
People
Raúl Villarreal Jr.
Senior Vice President Of Sales
People
Elizabeth Weissman
Chief Marketing Officer
People
John McGowan
Founder, CEO
People
Paul Madarasz
COO/CRO

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Funding Insights of HubSync

HubSync has successfully raised a total of $105M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $100 million completed in May 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in HubSync

HubSync has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Thoma Bravo and Nashville Capital Network.

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Venture Fund
Investor Description Founded Year Domain Location
Investments are facilitated for US-based companies by angel network members.
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Software and technology-enabled services companies are targeted for investment.
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Investor details for HubSync

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  • Investor domains
  • Investor locations
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  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by HubSync

Investments
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Investment portfolio details for HubSync

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
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Financial Statements - HubSync

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Detailed financials for HubSync

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Hubsync Comparisons

HubSync Primary company
Description
Software-based taxation solutions platform for tax professio...
Location
Alexandria, United States
Founded Year
2019
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
14
As of 2022
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Peer comparison for HubSync

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of HubSync

HubSync operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as SurePrep, K1x, Taxware Systems, TaxModel and SmartWiz, among others.

Company Name Domain Founded year HQ Location Description
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Provider of tax automation software
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Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting
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Tax preparation software is developed for tax professionals.
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Tax workflow solutions for professionals
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Tax software is utilized by professionals for client tax management.
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Detailed competitors of HubSync

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Latest news on Hubsync

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Complete news archive for HubSync

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  • Source and publication date
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  • Brand-specific news history

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Frequently Asked Questions about HubSync

HubSync was founded in 2019 and raised its 1st funding round 4 years after it was founded.

HubSync is headquartered in Alexandria, United States.

John McGowan is the current CEO of HubSync. They have also founded this company.

HubSync is a funded company, having raised a total of $105M across 2 funding rounds to date.

As of Dec 31, 2022, the latest employee count at HubSync is 14.

HubSync was founded in 2019 in Alexandria, United States, as a software platform focused on taxation solutions for tax professionals. Operations encompass tools for engagement letters, tax organizers, returns preparation, filing processes, client portals, electronic tracking, planning, and analytics. eSign and eFiling capabilities are integrated to support workflow efficiency in the tax services sector.

HubSync's top competitors include K1x, SurePrep and Taxware Systems.

HubSync offers Engagement Letter Wizard, Data Collection / PBC, Workflow Tracking, e-Sign, and 4 more products and services.

HubSync has 2 investors. Key investors include Thoma Bravo, and Nashville Capital Network.

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